Broker Solutions · CRM
Every client relationship, in context.
A CRM that does not know a client just took a loss, or that their withdrawal is pending verification, is a contact list. Raptor CRM reads the trading and funding state directly.
- What it is
- A brokerage CRM: lead pipeline, KYC status, funding history, trading activity, communications log, tasks and desk assignment.
- Who it is for
- Sales, retention, compliance and support teams who need the same version of the client.
- Why it matters
- When client context lives in three systems, the client explains their own history on every call.
- How it connects
- The CRM record is the client record. The portal, terminal and back office read the same identity, status and permissions.
- What happens next
- A walkthrough of the client lifecycle from lead to funded account using representative data.
The record
One profile, carrying what the client actually did.
A CRM that knows the contact details and not the trading is a mailing list. This one is built on the same record the terminal writes to, which is why it can notice things.
The record
- One client profile carrying the trading record, the funding history and the conversations
- Pipeline stages against that record rather than in a separate sales tool
- Every communication logged where the account is, not in someone’s inbox
- Verification state visible on the profile, because it is the thing that blocks everything else
What it notices
- Churn risk scored from behaviour rather than from the last email opened
- Client lifetime value estimated from the actual trading pattern
- Drafts prepared for the desk to send, edit or discard
- Cohorts compared, so a change in one month is visible against the others
What is inside
One client record
Identity, verification state, accounts, funding, trading activity and every interaction.
Lead pipeline
Sources, stages, ownership and conversion tracked without a separate sales tool.
Verification status
KYC and document state visible to the desk, with the audit trail compliance needs.
Funding history
Deposits, withdrawals and internal transfers with their current processing state.
Communications
Calls, emails and notes logged against the record, not a person’s inbox.
Desk activity
What the client actually trades — instruments, size, frequency, session.
Stop reconciling the client
We will map your current lead-to-funded flow onto the CRM and show you where the handoffs disappear.